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Accretive Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Accretive Wealth Partners’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.29M Buy
105,430
+392
+0.4% +$36K 2.61% 7
2025
Q4 		$8.53M Sell
105,038
-667
-0.6% -$52.2K 2.53% 8
2025
Q3 		$7.69M Sell
105,705
-1,823
-2% -$119K 2.35% 8
2025
Q2 		$6.71M Sell
107,528
-2,023
-2% -$125K 2.2% 8
2025
Q1 		$7.07M Buy
109,551
+4,095
+4% +$222K 2.5% 7
2024
Q4 		$5.22M Sell
105,456
-2,170
-2% -$109K 2.22% 10
2024
Q3 		$5.35M Sell
107,626
-5,481
-5% -$257K 2.24% 8
2024
Q2 		$4.97M Sell
113,107
-2,193
-2% -$96.9K 2.08% 10
2024
Q1 		$5.02M Buy
115,300
+285
+0.2% +$11.2K 2.22% 9
2023
Q4 		$4.49M Sell
115,015
-410
-0.4% -$15.3K 2.16% 9
2023
Q3 		$4.04M Sell
115,425
-264
-0.2% -$9.63K 2.41% 9
2023
Q2 		$4.21M Buy
115,689
+2,603
+2% +$97.6K 2.5% 9
2023
Q1 		$4.23M Sell
113,086
-250
-0.2% -$8.97K 2.7% 7
2022
Q4 		$3.92M Buy
113,336
+10,200
+10% +$335K 2.69% 8
2022
Q3 		$3.25M Sell
103,136
-1,633
-2% -$53.5K 2.48% 11
2022
Q2 		$3.6M Sell
104,769
-1,308
-1% -$46.5K 2.61% 10
2022
Q1 		$3.91M Sell
106,077
-1,149
-1% -$41K 2.45% 11
2021
Q4 		$3.73M Sell
107,226
-236
-0.2% -$8.06K 2.38% 9
2021
Q3 		$3.59M Sell
107,462
-6,120
-5% -$209K 2.53% 8
2021
Q2 		$3.83M Buy
113,582
+3,478
+3% +$120K 2.76% 7
2021
Q1 		$3.58M Sell
110,104
-33,672
-23% -$1.15M 3.22% 5
2020
Q4 		$5.21M Buy
+143,776
New +$5.15M 5.15% 1

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Accretive Wealth Partners's IAU Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares Gold Trust (IAU) stake by 0.37% in Q1 2026, buying an estimated $36K and bringing the position to 105,430 shares worth $9.29M. The position accounts for 2.61% of the portfolio, ranked #7.

Accretive Wealth Partners first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Accretive Wealth Partners held 105,430 shares of iShares Gold Trust worth $9.29M as of Q1 2026.
  • Accretive Wealth Partners bought 392 iShares Gold Trust shares in Q1 2026, an estimated $36K.
  • iShares Gold Trust made up 2.61% of Accretive Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Accretive Wealth Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.